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David James Schultz

JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC·KALISPELL, Montana
Series 63, Series 65Clean record25 years registeredJORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
2 SUNSET PLAZA, KALISPELL, MT 59901-1600CRD# 4561789Firm CRD# 118867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Schultz · KALISPELL, MT
Registration
CRD #4561789 · JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Nov 2000 – Dec 2019
KALISPELL, MT
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · November 16, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
CRD 118867 · SEC 801-62884
AUM
$43M
Regulatory assets under management
Employees
1
173 client accounts
Services offered by JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does David James Schultz offer?
David James Schultz specializes in Financial Planning, Investment Management.
What are David James Schultz's credentials?
David James Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Schultz located?
David James Schultz is based in KALISPELL, Montana, last registered with JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC.
How does David James Schultz charge for services?
David James Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC?
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

John Michael Knopik
KALISPELL, MT

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